ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 73 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $21,202,000 | +2.7% | 420 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $20,637,000 | +6.6% | 420 | 0.0% | 0.01% | +8.3% |
| Q3 2016 | $19,362,000 | +3.0% | 420 | +200.0% | 0.01% | 0.0% |
| Q2 2016 | $18,798,000 | +4.3% | 140 | 0.0% | 0.01% | +20.0% |
| Q1 2016 | $18,024,000 | +1.1% | 140 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $17,835,000 | +4.8% | 140 | 0.0% | 0.01% | -9.1% |
| Q3 2015 | $17,025,000 | -9.8% | 140 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $18,872,000 | -0.1% | 140 | 0.0% | 0.01% | +10.0% |
| Q1 2015 | $18,892,000 | -1.1% | 140 | 0.0% | 0.01% | -28.6% |
| Q4 2014 | $19,108,000 | +1.1% | 140 | 0.0% | 0.01% | +40.0% |
| Q1 2014 | $18,892,000 | – | 140 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 496,529 | $37,050,971 | 22.21% |
| SOUTHERN CAPITAL ADVISORS, LLC | 274,989 | $20,519,677 | 17.07% |
| Veracity Capital LLC | 325,036 | $24,254,222 | 11.25% |
| COREPATH WEALTH PARTNERS LLC | 239,955 | $17,828,653 | 10.75% |
| ForthRight Wealth Management, LLC | 314,576 | $23,473,653 | 10.12% |
| McGlone Suttner Wealth Management, Inc. | 533,851 | $39,837,495 | 9.23% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 207,381 | $15,221,766 | 9.09% |
| HANTZ FINANCIAL SERVICES, INC. | 364,080 | $27,168 | 9.05% |
| STEVENS CAPITAL PARTNERS | 149,062 | $11,123,024 | 8.93% |
| ASPIRIANT, LLC | 2,321,951 | $173,265,576 | 8.87% |